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The Long Term Investor

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18 snips
Jun 5, 2024 • 44min

Ashby Daniels Challenges Conventional Wisdom (Rewind) (EP.155)

Ashby Daniels challenges conventional wisdom in investing, highlighting how investors often blame the market instead of themselves, defining risk differently, and emphasizing the value of aligning financial decisions with personal goals. He discusses the significance of faith in the future for successful investing, the power of optimism and compounding in investment growth, and the role of financial advisors in providing expertise and trust for rational decision-making.
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May 29, 2024 • 33min

Michael Kitces On AI And The Evolution Of Financial Advice (Rewind) (EP.154)

Michael Kitces is one of the industry’s leading experts on all things financial advice and financial planning. In this live episode recorded at Wealth Management EDGE, Michael explains the evolution of financial advice and how AI might impact the profession going forward. This episode originally aired in 2023 and was a top interview of the year. Although this is a replay, the content shared is just as relevant today and important to consider for the evolution of financial advice.   Listen now and learn: The evolution of financial advice from the 1960s to present Ways consumers benefit from financial advisors moving up the value chain  How AI might impact the financial advice profession    To see the original show notes, YouTube interview, and resources visit this page: EP 102: AI and the Evolution of Financial Advice with Michael Kitces [LIVE] Visit www.TheLongTermInvestor.com for show notes, free resources, and a place to submit questions.   TIMESTAMPS:  (3:33) The Evolution of Financial Advice  (12:33) The Lack of Barriers to Entry for Giving Financial Advice  (18:33) The Impact of AI on the Financial Advice Profession 
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May 22, 2024 • 41min

Carl Richards On What Real Financial Advice Means (Rewind) (EP.153)

In this episode, I’m joined by Carl Richards, a Certified Financial Planner (CFP®) and creator of the Sketch Guy column, appearing weekly in The New York Times since 2010. This episode originally aired in 2023 and was a top interview of the year. Although this is a replay, the content shared is just as relevant today and important to consider for your investing strategy.   Listen now and learn:   How investors fall victim to the behavior gap What it means to do real financial planning The best way to avoid “The Big Mistake”   To see the original show notes, YouTube interview, and resources visit this page: EP 100: What Real Financial Advice Means with Carl Richards.   Visit www.TheLongTermInvestor.com for show notes, free resources, and a place to submit questions.   TIMESTAMPS:  (04:30) What is the Behavior Gap? (07:45) Why Investors Get Distracted (11:05) What Investors Need When Markets Are Scary (17:30) Real Financial Planning  (24:30) Getting Ahead vs. Having Enough  (30:00) The Value of a Real Financial Advisor  
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May 15, 2024 • 49min

Burton Malkiel on A Random Walk Down Wall Street (Rewind) (EP.152)

Dr. Burton Malkiel, author of A Random Walk Down Wall Street, joins the show to talk about the 50th anniversary of his investment classic. This episode originally aired in 2023 and was a top interview of the year. Although this is a replay, the content shared is just as relevant today and important to consider for your investing strategy.   Listen now and learn: The two biggest mistakes investors make Lessons from market bubbles of the past Practical ideas for achieving investment success   Visit www.TheLongTermInvestor.com for show notes, free resources, and a place to submit questions.   (03:00) What Efficient Market Hypothesis Means for Investors (19:15) Lessons Learned from The History and Bubbles (29:00) How Interest Rates Are Impacting Stock Prices (32:30) The Case for Diversification (42:05) Behavioral Finance
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May 8, 2024 • 37min

The Pursuit of Meaningful Wealth ft. Khe Hy (EP.151)

Khe Hy, a thought leader known for his insights on the intersection of money, time, and happiness, discusses the pursuit of meaningful wealth. He emphasizes that not all hours hold equal value and the importance of aligning activities with true life purposes. Khe challenges conventional retirement planning, arguing it often leads to a scarcity mindset. He also explores the diminishing returns of wealth and how genuine connections outweigh purely transactional interactions, advocating for a life focused on fulfillment rather than financial metrics.
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May 1, 2024 • 11min

Roth vs Traditional 401(k)s: Which Is Right For You? (EP.150)

How do you choose between a Roth and a Traditional 401(k)? Explore the financial implications of each option as we break down what it means for your current taxes, future gains, and overall retirement strategy.    Listen now and learn: How to strategically choose the right 401(k) type based on your career stage and future income expectations. Benefits of tax diversification vs tax timing. Practical tips for making the right decisions with your retirement savings. Visit www.TheLongTermInvestor.com for show notes, free resources, and a place to submit questions.
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Apr 24, 2024 • 31min

Financial Planning for Female Breadwinners ft Sara Gelsheimer (EP.149)

This episode welcomes back Sara Gelsheimer, Senior Wealth Manager at Plancorp, to discuss the challenges and strategies for female breadwinners, balancing career and family, and the importance of integrating mental wellness into financial planning.   Listen now and learn: The importance of becoming more involved and confident in your financial life Practical strategies to negotiate better work-life balance. The importance of education, asking questions, and the role of effective communication in financial planning   Visit www.TheLongTermInvestor.com for show notes, free resources, and a place to submit questions.   (02:04) Empowering Women in Finance (05:54) Challenges for Female Breadwinners (08:34) Tailored Financial Planning for Women (09:09) Balancing Career and Family as a Working Mom (14:37) Financial Planning Strategies for Women Leading Financially (21:59) Integrating Mental Wellness into Financial Planning (24:00) Emerging Financial Trends and Advice for Women
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Apr 17, 2024 • 40min

Investing at All-Time Highs and Preparing For the Next Market Crash (EP.148)

A podcast discussing investing at all-time highs, market cycles, the limitations of market timing, and the cyclical nature of stocks. It emphasizes the importance of maintaining a long-term perspective and understanding conflicting expert advice.
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Apr 10, 2024 • 31min

What is the Retirement Podcast Network? ft Taylor Schulte and Benjamin Brandt (EP.147)

Taylor Schulte and Benjamin Brandt join the show to talk about the Retirement Podcast Network and share valuable perspectives on various retirement-related topics.   Listen now and learn: How to leverage the Retirement Podcast Network to enhance your retirement readiness The major pain points retirees and those planning for retirement face Diverse ideas on how to approach advanced retirement planning strategies   Visit www.TheLongTermInvestor.com for show notes, free resources, and a place to submit questions.   02:34 Origin of the Retirement Podcast Network 07:09 Retirement Planning Beyond Investing 10:18 Retirement Income Strategies 14:10 Strategic Roth Conversions Are Great, But Not Everything 17:36 Long-Term Care Planning 20:58 Future Content Hubs at Retirement Podcast Network  
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6 snips
Apr 3, 2024 • 11min

Is the S&P 500 Too Concentrated? (EP.146)

In this episode, we delve into the complexities of the S&P 500's index concentration, spotlighting the unprecedented impact of the 'Magnificent 7' on market dynamics and investor strategies.    Listen now and learn: The historical context and current state of S&P 500 market concentration. Diversification strategies for mitigating investment risks associated with the 'Magnificent 7'  How the performance of equal-weighted vs. market-cap-weighted indices offers insight on today’s market health and investment opportunities.   Visit www.TheLongTermInvestor.com for show notes, free resources, and a place to submit questions.

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